2

Entry Level Financial Advisor Jobs in Fort Mill, SC

Financial Advisor

Charlotte, NC · Hybrid

$15K - $80K/mo

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from 1847Financial - New Jersey Business Development Director

Financial Advisor

Charlotte, NC · Hybrid

$15K - $80K/mo

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from 1847Financial - New Jersey Business Development Director

The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and

Mays Region - Financial Services Team Lead With Award Winning Leadership Current openings in our Region: * Entry-Level Financial Representative * Experienced Investment Advisor * Managing Partner

The Distribution Analyst is an entry level role within our sales organization, where you will have an opportunity to gain communication and organizational skills through proactive phone work and

next page

Showing results 1-20

Entry Level Financial Advisor information

See Fort Mill, SC salary details

$31.6K

$89.8K

$126.5K

How much do entry level financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for entry level financial advisor in Fort Mill, SC is $89,751.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,900.00 and $115,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Fort Mill, SC?

The most popular types of Financial Advisor jobs in Fort Mill, SC are:

What are popular job titles related to Entry Level Financial Advisor jobs in Fort Mill, SC?

For Entry Level Financial Advisor jobs in Fort Mill, SC, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Fort Mill, SC look for?

The top searched job categories for Entry Level Financial Advisor jobs in Fort Mill, SC are:

What cities near Fort Mill, SC are hiring for Entry Level Financial Advisor jobs?

Cities near Fort Mill, SC with the most Entry Level Financial Advisor job openings:

Infographic showing various Entry Level Financial Advisor job openings in Fort Mill, SC as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $89,751 per year, or $43.1 per hour.

Entry Level Financial Advisor

New York Life

Charlotte, NC • On-site

Full-time

Re-posted 19 days ago


Job description

Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. We are want motivated self – starters who would like to: Manage their own work schedule and establish an attractive work/life balance.Build their career with significant income potential.Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assetsExperience a lifetime of learning and professional development.Enjoy recognition and rewards for their financial achievements.Qualifications Associate's Degree or Bachelor's DegreeOrganized, detail-oriented and excellent time management skills.Ambitious, disciplined, leaders who demonstrate the utmost professionalismRelationship building and networking abilities, exemplary interpersonal skillsCoachable and the ability to work in a team based environmentJ.D. (attorney) or M.B.A. a STRONG plus and potentially eligible for Fast-Track Partner programSales experience not required but a plusFINRA Series 6, 7, 63, 65, or 66 a plus (company will pay for sponsorship)Life & Health Insurance License not required (company will pay for sponsorship)Financial Industry background a plus however, financial or insurance sales experience not requiredPersonal Transportation will be required for this positionMust be U.S. Citizen or Permanent residentTraining, Support, and Compensation: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele and grow.We offer a competitive compensation package with significant income potential that includes full benefits (medical, dental, disability, and group life insurance), a 401(k), and pension plan.Company Description: New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. By maintaining superior financial strength, we protect our client’s future and are dedicated to prudent financial management, high quality products and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, bonds, and over 13,000 mutual funds. At New York Life You will be in business for yourself but never by yourself.

NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US